Calvert Distributors, Inc (aka: Calvert) - General Status
Calvert will not enter into information sharing agreements with either employers or TPAs. They will continue to manage existing accounts.
Calvert has provided this PDF documentation: View / Download
Calvert Distributors, Inc (aka: Calvert) Web Homepage
Calvert Homepage may be accessed here .
Click the link(s) below for information on Calvert investment products:
Click the link(s) below for information on the fees associated with Calvert accounts:
403(b) Investment Options
Calvert offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Calvert does NOT accept Roth 403(b) contributions.
Investment products of Calvert are marketed using the following approaches:
- End of List Declared by Calvert
Helpful Employee Resources
Calvert has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Calvert provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Calvert, please visit our General Calvert Distributors, Inc Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Calvert Distributors, Inc (aka: Calvert) - Clackamas CC Status
Calvert is leaving the 403(b) market.
Calvert Distributors, Inc Plan Number
When contacting Calvert or its local contacts, have ready your Clackamas CC - Calvert Distributors, Inc PLAN OR GROUP NUMBER: To Be Determined
Clackamas CC EIN
When contacting Calvert or its local contacts, you may require the Clackamas CC EIN: 930555710
Clackamas CC Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Calvert on Clackamas CC list of authorized vendors.
Request Additional Information from Calvert Distributors, Inc
Contact Calvert directly if you have additional questions about Calvert products or services.
Information Sharing Agreement, If Applicable
Calvert Distributors, Inc has NOT signed any Direct Information Sharing Agreement with Clackamas CC or any Umbrella Information Sharing Agreement with CCC. Consequently, Calvert is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas CC 403(b) accounts.
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Calvert Distributors, Inc
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
Calvert Distributors, Inc has supplied the following forms which may be PDFs or online submittals:
Please contact Calvert to request any other type of forms you might need.
Clackamas CC Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Clackamas CC 403(b) Plan and much more on the Clackamas CC Information Page, available by clicking here.